Episode
1H26 Stock Market Outlook: Part 1 -Cycles and Seasonality
- Podcast
- Stock Talk
- Published
- Dec 19, 2025
- Duration seconds
- 555
- Processing state
not_requested
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Summary
Here's your sneak peak of what our team expects for the 1st half of 2026 in the markets. I'll walk you through what investors can realistically expect when it comes to equity returns, market drawdowns, and volatility, and how those cycles tend to show up over time. You will come away with a clearer understanding of how often pullbacks actually occur, why volatility is a normal cost of long-term investing, and how historical seasonality, market cycles, and presidential terms may influence the path ahead into early and mid-2026. I also explain how our investment team thinks about tailwinds, headwinds, and elevated volatility, not to make predictions, but to help you build better perspective, discipline, and visibility around risk and opportunity so you can stay grounded through both calm markets and bucking bull markets. About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer: As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®). Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chri…